Workpaper Agent now supports 50 MB direct source uploads, connected storage imports, and Slack or Teams instant-message attachments. Email replies remain capped at 25 MB total.

06/08/2026

Email Threads

Email Threads lets teams sync email conversations into Workpaper Agent and add email messages or attachments to agent chat as context.

06/03/2026

Slack Threads

Slack Threads connects Workpaper Agent conversations with Slack so teams can share workbook links, sync thread messages, and add Slack context to agent chat.

05/14/2026

Ledger Feed

Ledger Feed lets teams review GL-sourced deposits and expenses, use AI categorization, adjust accounting fields, and sync updates back to the ledger when a direct bank feed is not available.

05/07/2026

Schedule workpapers from Workpaper Agent

Workpaper Agent now supports one-time, weekly, and monthly schedules with linked checklist tasks and schedule detail tracking.